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Invesco Floating Rate Municipal Income ETF
PVI

Overview Fund Activity

28 hedge funds and large institutions have $22.4M invested in Invesco Floating Rate Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$2.56M
2
SI
2
SimpliFi Inc
California
$712K
3
Stifel Financial
3
Stifel Financial
Missouri
$262K
4
FIA
4
Foundations Investment Advisors
Arizona
$247K
5
LPL Financial
5
LPL Financial
California
$1.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$253K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$817K
5
Bank of America
5
Bank of America
North Carolina
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
OW
26
Olistico Wealth
Oklahoma
$2.48K +$2.48K +100 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Wells Fargo
28
Wells Fargo
California
$42 -$9.05K -431 -100%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
– -$523K -21,102 Closed
Citadel Advisors
30
Citadel Advisors
Florida
– -$310K -12,514 Closed
1
2